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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,432 | $45,343-94.6% | $150,298-98.4% | $67,986-96.4% |
| Participation rate | 79.3% | 51.9%+27.5pp | 77.8%+1.6pp | 57.2%+22.1pp |
| Annual return | 27.23% | 33.28%-6.0pp | 62.79%-35.6pp | 31.67%-4.4pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,435 | $2,055-30.2% | $5,453-73.7% | $3,358-57.3% |
| Admin fee / account holder | $664 | $2,250-70.5% | $14,116-95.3% | $3,203-79.3% |